Setup and Installation

This section contains details for planning, configuring, and installing the Xperifow Cloud Tools solution. Before you install the solution, familiarize yourself with these details.

See also: OneStream Solution Modification Considerations

Dependencies

Component

Description

OneStream 9.0.0 or later

Minimum OneStream Platform version required to install this version of Xperiflow Cloud Tools.
Xperiflow 3.0.0 or later Minimum version required to install this version of Xperiflow Cloud Tools.
Xperiflow Business Rules V200 (XBR) External API client library to allow Xperiflow Cloud Tools to interface with the Xperiflow Engine. The required version of XBR is packaged with all Xperiflow Cloud Tools versions.

Set Up Xperiflow Cloud Tools

There are multiple steps to set up Xperiflow Cloud Tools.

  1. Download the Xperiflow Cloud Tools Solution from the OneStream Solution Exchange.

  2. After the OneStream support team ensures that the proper contract is in place, they send a link to download the Xperiflow Cloud Tools solution and a meeting request to complete the setup, which includes setting the endpoint parameter.

  3. When you reach the Home page displayed in Xperiflow Cloud Tools Home Page, Xperiflow Cloud Tools is set up correctly and functioning properly.

NOTE: Only Administrators or users in the Xperiflow Cloud Tools Administration user group can access the Xperiflow Cloud Tools solution.